| Date | Title | Description |
| 19.02.2026 | How Advisors Can Use Trust & Will’s AI Assistant & Document Extraction Features to Better Serve Clients | Trust & Will introduces AI-powered document extraction and assistant tools within EstateOS for Advisors. CORONA, CA, UNITED STATES, February 19, 2026 /EINPresswire.com/ -- Estate planning doesn’t stop once documents are signed; it’s an ... |
| 08.08.2025 | Credit Unions Drive Fintech Revolution with Historic $360M Fund | Curql Fund II closed at $360 million, marking the largest fintech fundraise in credit union history. Over 160 credit unions pooled capital, driving unprecedented financial innovation. This milestone elevates Curql's assets under management ... |
| 06.08.2025 | Largest Fintech Fund in Credit Union Industry History, Curql Fund II, Closes with $360 Million | Curql’s $360M Fund II ranks among the top 25 U.S. venture capital fundraises in early 2025, signaling credit unions’ growing power in fintech innovation
DES MOINES, Iowa–(BUSINESS WIRE)–August 6, 2025–
Curql, a collective of 160+ credit uni... |
| 17.07.2025 | 9 Habit Stacks That Boost Leadership, Parenting and Wellness — Without Taking More Time I've built these real-life routines into my day to balance entrepreneurship, parenting and wellness without burn... | Habit stacking has been a cornerstone of my routine-building process for years. The concept is simple, and you've likely heard it from James Clear's Atomic Habits: link a new habit to one you're already doing, so it becomes automatic. I've ... |
| 11.07.2025 | Haven’t made a will yet? Startup has new AI tool to help | And last week, it announced the launch of a new AI-powered platform called EstateOS, which Barbo says will make estate planning even easier, more efficient, more personalized and more broadly accessible. It also turns Trust & Will — one... |
| 01.07.2025 | Campfire Ignites a New Era in ERP with $35 Million Series A Funding | In the heart of Silicon Valley, a new flame is rising. Campfire, a San Francisco-based startup, has secured $35 million in Series A funding. This round, led by Accel, marks a significant milestone for the company. It’s not just about the mo... |
| 01.07.2025 | Campfire Raises $35 Million Series A Led by Accel to Build the Next-Generation AI-Driven ERP | As AI reshapes enterprise software, Campfire’s rapid growth signals a new era for finance and accounting teams.
Campfire, the rapidly emerging leader in AI-native enterprise resource planning (ERP) software, today announced it has raised $3... |
| 01.07.2025 | Campfire: $35 Million Series A Raised For AI-Native ERP Platform | Campfire, a company specializing in AI-native enterprise resource planning (ERP) software, announced that it has raised $35 million in Series A funding. The funding round was led by Accel, with contributions from existing and new investors ... |
| 30.06.2025 | Campfire Raises $35M in Series A Funding | Campfire, a San Francisco, CA-based leader in AI-native enterprise resource planning (ERP) software, raised $35m in Series A funding.
The round was led by Accel, with participation from existing and new investors including Foundation Capita... |
| 24.04.2025 | Trust & Will Secures $4.5 Million Investment to Revolutionize Estate Planning | In the world of finance, trust is a currency. Trust & Will, a digital estate planning startup based in San Diego, California, has just secured a $4.5 million investment from Curql, a consortium of over 130 credit unions. This funding is... |
| 22.04.2025 | Trust & Will Receives $4.5M Investment From Curql | Trust & Will, a San Diego, CA-based digital estate planning company, received a $4.5M investment from Curql.
The investment was part of Trust & Will’s Series C round.
The company intends to use the funds to accelerate the access to ... |
| 22.04.2025 | Trust & Will raises $4.5 million | Trust & Will, Trust & Will
Founded: 2017
Headquarters: San Diego, California, United States
Total Funding: $77.5M
See full company profile "> a startup offering a service to create, edit, store, and share trusts and wills, a... |
| 22.04.2025 | Trust & Will raises $4.5 million | Trust & Will, Trust & Will
Founded: 2017
Headquarters: San Diego, California, United States
Total Funding: $82M
See full company profile "> a startup offering a service to create, edit, store, and share trusts and wills, ann... |
| 14.03.2025 | M&A Activity Slows as Market Volatility Rises | The world of mergers and acquisitions (M&A) is experiencing a significant slowdown. According to Morgan Stanley Research, the first half of 2025 is set to be a challenging period for investment banking. Market volatility is casting a lo... |
| 13.03.2025 | Crypto payments company MoonPay looks to compete with Stripe with Iron stablecoin acquisition | MoonPay, a leading crypto payments company, has acquired Iron, an API-driven startup specializing in stablecoin infrastructure.
The purchase further expands MoonPay’s enterprise payment solutions.
The deal significantly bolsters MoonPay’s c... |
| 13.03.2025 | Binance token rises following report that Trump family has discussed stake in the crypto exchange | Binance’s BNB token climbed after a Wall Street Journal reported that the Trump family is in talks to secure a financial stake in Binance’s U.S. arm.
Such an arrangement would link them to a firm that pleaded guilty to violating anti-money ... |
| 13.03.2025 | Trust & Will: Over $25 Million (Series C) Raised For Expanding Estate Planning Platform | Trust & Will, the nation’s leading digital estate planning platform, announced the closing of its $25+ million Series C funding round. Moderne Ventures led the round, with FT Partners serving as Trust & Will’s financial and strategi... |
| 13.03.2025 | Intel pops 14% as chipmaker taps new CEO, Wall Street backs turnaround effort | Intel shares popped more than 14% after announcing Lip-Bu Tan as its new CEO.
Wall Street cheered the chipmaker’s attempt to revitalize its business, calling the move a positive for the company.
The news brings an end to a tumultuous period... |
| 12.03.2025 | Trust & Will Secures $25 Million to Revolutionize Estate Planning | In a world where the digital landscape reshapes every industry, estate planning is no exception. Trust & Will, a San Diego-based startup, has emerged as a beacon of innovation in this traditionally staid sector. On March 11, 2025, the c... |
| 12.03.2025 | Spotify says it paid nearly 1,500 artists $1 million or more in royalties for 2024 streams | Nearly 1,500 artists generated more than $1 million in royalties from Spotify in 2024, the company said in its annual Loud and Clear Report.
Spotify said more than 80% of the artists in that pool did not have a song reach the app’s Global D... |
| 12.03.2025 | Tesla bounces for second day after steepest drop since 2020 | Tesla shares rallied for a second day after registering its worst day in nearly five years.
Shares dropped 15% on Monday as tariff uncertainty and growth fears overtook Wall Street.
The electric vehicle company has shed more than 40% in mar... |
| 11.03.2025 | Trust & Will Raises Over $25M in Series C Funding | Trust & Will, a San Diego, CA-based provider of a digital estate planning platform, raised over $25M in Series C funding.
The round was led by Moderne Ventures with participation from Northwestern Mutual Future Ventures, UBS Next, Erie ... |
| 11.03.2025 | Online estate planning firm Trust & Will raises $25 million in funding round that includes Northwestern Mutual, UBS | Digital estate planning company Trust & Will said Tuesday that it has raised $25 million in a Series C funding round led by Moderne Ventures.
The company says it has already helped hundreds of thousands of families create estate plans a... |
| 11.03.2025 | Trust & Will raises $25 million | Trust & Will, Trust & Will
Founded: 2017
Headquarters: San Diego, California, United States
Total Funding: $48M
See full company profile "> a startup offering a service to create, edit, store, and share trusts and wills, ann... |
| 11.03.2025 | Trust & Will raises $25 million | Trust & Will, Trust & Will
Founded: 2017
Headquarters: San Diego, California, United States
Total Funding: $82M
See full company profile "> a startup offering a service to create, edit, store, and share trusts and wills, ann... |
| 10.03.2025 | Tech megacaps lose over $750 billion in market cap in worst day for Nasdaq since 2022 | The seven most valuable tech companies lost more than $750 billion in market value on Monday as recession fears rattled Wall Street.
The Nasdaq registered its worst day since 2022.
Tariff fears and growth concerns have rocked technology sto... |
| 25.09.2024 | Startups Look To Streamline Tasks Around Death And End-of-Life Planning | 6 Shares Email Facebook Twitter LinkedIn
Earlier this week, we wrote about what startups are doing to help us live longer.
No matter how long we manage to extend lifespans, however, we won’t be around forever. And that brings us to our next... |
| 14.01.2024 | High-net worth families are racing against the clock to shield their wealth before the estate tax increases | The wealthiest people in the U.S. could see major tax hikes after next year, sending high-net worth clients to financial planning offices around the country to try to get around them, their money managers say.
In two years, the estate tax e... |
| 27.11.2023 | BluPeak Credit Union Unveils Estate Planning Digital-First Strategy in Collaboration with Trust & Will | BluPeak Credit Union Logo
Trust and Will Logo
SAN DIEGO, CALIFORNIA, UNITED STATES, November 27, 2023 /EINPresswire.com/ -- BluPeak Credit Union is proud to announce a strategic collaboration with Trust & Will, marking a significant ste... |
| 30.08.2023 | E-Will Legislation: A Social Justice Tool To Help Close The Wealth Gap | Cody Barbo, cofounder of Trust & Will. Our mission is to make estate planning inclusive, accessible and affordable for all. |
| 28.06.2023 | AI is the 'fourth industrial revolution' - and will see $1 trillion in investment, Wedbush analyst Dan Ives says | Wedbush analyst Dan Ives said the AI boom is not mere hype but the "fourth industrial revolution."
"I do not believe that this is a hype cycle," he told CNBC, comparing it to a "1995 moment" when the internet b... |
| 23.02.2023 | Trust & Will completes a $15M round to scale operations and partner with leading financial institutions | - |
| 23.02.2023 | Trust & Will secures $15M after doubling revenue | Drafting a will and planning for what happens to your estate once you pass away is well, not exactly fun. Both tasks can also be very pricey endeavors, not to mention just painful to do for many reasons.
And so it’s no surprise that many pe... |
| 23.02.2023 | Trust & Will raises $15 million | Trust & Will, Trust & Will
Founded: 2017
Headquarters: San Diego, CA, US
Total Funding: $23.03M
See full company profile "> a startup offering a service to create, edit, store, and share trusts and wills, has raised $15 mill... |
| 23.02.2023 |
Trust & Will Picks Up $15M In New Funding
| San Diego-based Trust & Will, which provides digital estate planning and will software, said today that it has raised $15M in a new funding round. The funding came from Amex Ventures, Northwestern Mutual Future Ventures, SEI Ventures, a... |
| 26.01.2023 | Getting Divorced? 13 Financial Considerations You Shouldn’t Overlook | Anybody who has gone through a divorce knows the hardships and pain that can come from the process. It’s an exhausting time filled with lots of emotions, and it can be easy to get distracted and not think clearly. However, regardless of emo... |
| 23.11.2022 | Короткая история про один простой, но неудавшийся «стартап», который кто-то еще может запилить | В мае 2020 года мы запустили магазин цифровых юридических продуктов. Иными словами — решили продавать шаблоны в ворде и инструкции в PDF. Первым продуктом был Путеводитель по сокращению фонда оплаты труда. Если помните, в то время как раз м... |
| 12.05.2022 | How To Take Advantage Of Tax Season To Tackle Estate Planning | By Renee Fry, Founder and CEO, at Gentreo |
| 10.01.2022 | UBS : fintech portfolio invests in estate planning platform Trust & Will | UBS's fintech portfolio invests in estate planning platform Trust & Will
Zurich10 Jan 2022, 13:00 CETMedia Releases AmericasMedia Releases APACMedia Releases EMEAMedia SwitzerlandMedia Global
The investment is the latest in a series of ... |
| 06.12.2021 | Key Insights For Entrepreneurs To Understand When An Industry Is Ripe For Disruption | The automotive industry is being disrupted with online shopping and home delivery. getty |
| 20.07.2021 | Trust & Will Announces Estate Planning Benefits Exclusively For AARP Members | |
| 30.06.2021 | Trust & Will Announces First Electronic Wills (eWills) Signed in Arizona and Indiana | |
| 04.02.2021 | First Study On Millennial Estate Planning Finds Surge In Wills Due To The Pandemic | |
| 17.11.2020 | Trust & Will raises $15 million | Digital will company Trust & Will has raised a $15 million Series B round of financing led by San Francisco-based Jackson Square Ventures (one of Docusign’s biggest venture investors), with participation from new investors, Fifth Third ... |
| 17.11.2020 |
Trust & Will Takes $15M More In Series B
| San Diego-based Trust & Will, which operates an online estate planning service, has raised $15M in a Series B funding round, the company said on Tuesday. The round was led by Jackson Square Ventures, and also included Fifth Third Capita... |
| 17.11.2020 | San Diego’s Trust & Will corrals $15 million to expand digital estate planning software | San Diego startup Trust & Will, which aims to become the Turbo Tax of estate planning, said Tuesday it has raised $15 million in a Series B round of venture capital to fuel product development and sales growth.
Founded in 2017, Trust &a... |
| 17.11.2020 | Trust & Will raises $15M as digital estate planning hits mainstream | Let’s get something morbid out of the way right up front: estate planning is a growth business in 2020. Whether you need to create or update a will, build a family trust, or sign over power of attorney for end-of-life decision-making, it’s ... |
| 17.11.2020 | Trust & Will raises $15 million to become the ‘Turbo Tax for estate planning’ | Trust & Will, an online estate planning platform, has raised a $15 million Series B round of funding.
With the latest capital infusion, San Diego-based Trust & Will has raised more than $23 million since its October 2017 inception.
... |
| 17.11.2020 | Daily funding roundup - November 17th, 2020 | Upfront Healthcare picksup $11.5M; Levels raised $12M; Trust & Will landed $15M; OXIO secured $12M
A-Frame: A-Frame is a Venice, Ca.-based maker of personal care brands supported by celebrities. A-Frame has raised $2 million in a new ro... |
| 17.11.2020 | Trust & Will, a 2018 and 2019 Cool Company, has raised a $15M Series B, led by Jackson Square Ventures | - |
| 12.10.2020 | 5 Bank And Fintech Partnership Ideas To Generate Revenue | Business agreement concept with grass growing in shape of two businessmen shaking hangs inside ... [+] transparent piggy bankgetty |
| 09.10.2020 | 5 Steps That Will Help You Financially Prepare To Start A Family | Mother playing with young sons in front of housegetty |
| 01.09.2020 | Trust & Will Named To The 2020 CB Insights Fintech 250 List Of Fastest-Growing Startups | |
| 25.08.2020 | Trust & Will Partners With Notarize To Launch First Electronic Will (eWill) In Florida | |
| 07.08.2020 | Maintaining and creating relationships during the pandemic | Entrepreneurs share their journeys via "Becoming Us" a BetterHelp series
On Thursday, Vator and BetterHelp held their second Becoming Us session, a new program to help professionals build mental resilience through these surreal ti... |
| 16.07.2020 | Boom Time for Death Planning
The Obituary Game
The Pandemic Hits
Death & Co. | The coronavirus pandemic has drawn new business to start-ups that provide end-of-life services, from estate planning to a final tweet. |
| 25.03.2020 | Coronavirus Pandemic: Online Living Wills Are On The Rise in the US | Tiziana Celine, Tech Times 25 March 2020, 12:03 pm
(Photo : REUTERS/Luke MacGregor)
ARCHIVE PHOTO: A woman walks through an old graveyard in London January 30, 2013.
With COVID-19 affecting an increasing number of Americans, people across t... |
| 18.12.2019 | Digital Estate Planning Platform Trust & Will Raises $6 Million | Modern estate planning platform Trust & Will announced it raised $6 million in Series A funding
Trust & Will — a modern estate planning platform — announced it has raised $6 million in Series A funding. This round of funding was led... |
| 18.12.2019 | MassChallenge FinTech Announces 2020 Cohort of Top FinTech Startups | December 18, 2019 (BOSTON) - MassChallenge, a global network of zero-equity startup accelerators, today announced the 34 startups that will join the 2020 MassChallenge FinTech program.
“This year’s finalists speak to the exciting future of... |
| 17.12.2019 | Trust & Will Raises $6M in Series A Funding | Trust & Will, a San Diego, CA-based estate planning platform provider, raised $6m in Series A financing.
The round, which brought total funding raised to date to $8m, was led by Link Ventures with participation from existing investors, ... |
| 17.12.2019 | Trust & Will raises $6 million | Trust & Will Trust & Will
Founded: 2017
Headquarters: San Diego, CA, US
Total Funding: $23.03M
See full company profile "> , “a modern estate planning platform,” announced it has completed a $6 million Series A round led by ... |
| 17.12.2019 | Trust & Will raises $6M for online estate planning | - |
| 17.12.2019 |
Trust & Will Adds $6M
| San Diego-based Trust & Will, a startup which offers up online services to help people create trusts, wills, and guardianships, has raised $6M in a new funding round, the company said on Tuesday. The Series A funding came from Link Vent... |
| 17.12.2019 | San Diego’s Trust & Will raises $6 million for online estate planning | Estate planning in the U.S. is a $180 billion industry and, unlike many of the other areas in the multitrillion-dollar financial services market, it’s one that has yet to see a slew of technology companies come in to try to improve efficien... |
| 17.12.2019 | Daily funding roundup - December 17th, 2019 | GrowthPlug raised $1M; Rebank landed $2.8M; Xendoo secured $3.5M; Oto.ai closed $5.3M
GrowthPlug: GrowthPlug is a healthcare software startup that aims to help healthcare practices acquire, retain, and serve patients by automating various o... |
| 17.12.2019 | Online Estate Planning Platform Trust & Will Raises $6M Series A | 34 Shares Email Facebook Twitter LinkedIn
In case it’s slipped from your mind, here’s a reminder: you are going to die. Someday. Probably not today, or this year. But at some point, inevitably, the reaper will come knocking.
Is your house i... |
| 11.12.2019 | Haven life insurance review | Haven Life's term life insurance policies offer up to $3 million worth of coverage. kate_sept2004/Getty Images
Insider's experts choose the best products and services to help make smart decisions with your money (here’s how). In some cases,... |
| 25.01.2019 |
Trust and Will Finds $2M
| San Diego-based Trust & Will, a startup which operates an online software tool to help people create their own estate plans, has raised $2M in a funding round, the company disclosed this week. The funding came from Techstars, Wolfpark V... |
| 25.01.2019 | Term Sheet — Friday, January 25 | CHINA’S PRIVATE EQUITY KING
Happy Friday, Term Sheet readers.
Paid Content Keeping business secure in the age of digital privacy From ExtraHop
In a wide-ranging interview, my colleague Shawn Tully spoke with private equity veteran Weijian S... |
| 24.01.2019 | Trust & Will closes first electronic will in the US (plus $2m investment) | No one likes to think about death (least of all startup founders), but wills, trusts and estate planning are crucial for ensuring that your material assets get passed to whatever people or organizations you care about. Yet, few processes ar... |
| - | When it comes to a will or estate plan, don’t just set it and forget it. You need to keep them updated | The pandemic appears to have generated a bigger interest in estate planning, which includes a will and other legal documents that address end-of-life considerations.
Whether you have only a will or a more robust estate plan, a review should... |
| - | State handles your assets if you die without a will | Dear Savvy Senior: What happens to a person’s possessions if they die without a will? I’m almost 60 years old and have never gotten around to making one, but the coronavirus crisis has made it a priority. — Will-less Willie
Dear Willie: The... |
| - | Be sure to keep your will or estate plan updated. Here are 3 key reasons why | It’s generally recommended that you review your will and other end-of-life documents at least every few years, although there can be reasons to do a checkup more often.
While the pandemic appears to have spurred more interest in estate plan... |
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| - | This Week in ‘Raises’: Trust & Will Lands $15M, Health Data Vision Secures $14M | A local digital estate planning software company Trust & Will landed fresh funding to expand the company’s sales and marketing efforts and accelerate product development, while freight technology platform BlueCargo secured funding to ex... |
